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ORG PARTNERS

DALLAS, TX · CRD 312728 · IAPD ↗ · tinkercapital.com · 260-469-9173

$772.6MRegulatory AUM
15Advisory reps
24Employees
0Clients
11-25Planning clients
0Private funds
29States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
February 2026 — ORG PARTNERS (DALLAS, TX) left the SEC roster (was $772.6M RAUM, 15 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
48
December 2025 — ORG PARTNERS moved its main office from ROANOKE, IN to DALLAS, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
December 2025 — ORG PARTNERS added office(s): 12 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
July 2025 — ORG PARTNERS added office(s): 11 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
September 2024 — ORG PARTNERS notice-filed in DC, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — ORG PARTNERS notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2024 — ORG PARTNERS notice-filed in MS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.